Mergers and Acquisitions

365 topics in this forum

1. transition rule

   By Scuba 401, 20 hours ago
   • 1 reply
   • 25 views
   • 
   • Mike Preston
   • 19 hours ago

2. Multiple Employer Plan - Spin-off and Terminate, or Transfer Assets?

   By kmhaab, July 3
   • 7 replies
   • 282 views
   • 
   • DC ERISA Attorney
   • July 9

3. Vesting Service Under Merged Plan

   By scrabelle, June 18
   • 1 reply
   • 136 views
   • 
   • Rafael
   • June 26

4. Transition Rule Applicable?

   By Towanda, April 2
   • 6 replies
   • 423 views
   • 
   • Kevin C
   • April 2

5. Merging a MEP into a Single ER Plan

   By Crocker, March 14
   • 3 replies
   • 328 views
   • 
   • justanotheradmin
   • March 15

6. Investment options after transfer

   By Scuba 401, March 5
   • 2 replies
   • 125 views
   • 
   • Bob the Swimmer
   • March 6

7. HCE after merger

   By Nancy D, December 17, 2018
   • 4 replies
   • 526 views
   • 
   • Below Ground
   • February 28

8. Asset acquisition where employees leased for a short period

   By R. Butler, November 28, 2018
   • 6 replies
   • 435 views
   • 
   • EBECatty
   • February 20

9. merger of SH plan after the 3% is removed?

   By WCC, January 8
   • 2 replies
   • 336 views
   • 
   • WCC
   • January 14

10. 410(b)(6) Transition Rule question

    By RatherBeGolfing, December 28, 2018
    • 2 replies
    • 212 views
    • 
    • RatherBeGolfing
    • December 28, 2018

11. Tx bonus paid by Seller in carve-out

    By cbassociate2017, December 6, 2018   

    • payroll
    • bonus
    • (and 3 more)

      Tagged with:

      • payroll
      • bonus
      • retention
      • transaction bonus
      • withholding
    • 3 replies
    • 124 views
    • 
    • jpod
    • December 6, 2018

12. B/R/F issue?

    By RatherBeGolfing, November 26, 2018
    • 2 replies
    • 235 views
    • 
    • RatherBeGolfing
    • November 27, 2018

13. Protection of optional forms of benefits; rights and features

    By Mel_1999, October 3, 2018
    • 2 replies
    • 443 views
    • 
    • Luke Bailey
    • October 4, 2018

14. Merger- Approval Request for Change in Funding Method

    By mefrancis1729, October 3, 2018   

    • merger
    • funding method
    • 0 replies
    • 192 views
    • 
    • mefrancis1729
    • October 3, 2018

15. Employer Contribution after Merger

    By Rai401k, September 28, 2018
    • 0 replies
    • 182 views
    • 
    • Rai401k
    • September 28, 2018

16. Merging VS Plan into a MEP mid-year

    By jgoodwin, August 13, 2018   

    • merge
    • mep
    • (and 1 more)

      Tagged with:

      • merge
      • mep
      • single plan sponsor
    • 6 replies
    • 498 views
    • 
    • Mike Preston
    • August 14, 2018

17. Effect of Plan Merger on Beneficiary Designations

    By Tot, August 8, 2018
    • 4 replies
    • 431 views
    • 
    • Luke Bailey
    • August 9, 2018

18. Merging 401k plans with no acquisition or sale

    By jkharvey, July 24, 2018
    • 2 replies
    • 478 views
    • 
    • Luke Bailey
    • July 24, 2018

19. Merger and Top Heavy

    By roundlou, May 2, 2018
    • 3 replies
    • 381 views
    • 
    • Luke Bailey
    • May 23, 2018

20. Merging SH Plan with Non SH Plan

    By TPA Bob, February 20, 2018   

    • merger
    • safe harbor plan
    • 4 replies
    • 716 views
    • 
    • TPA Bob
    • February 23, 2018

21. Asset Purchase vs. practice sale

    By mjf06241972, February 18, 2018   

    • asset purchase practice sale
    • 1 reply
    • 362 views
    • 
    • EBECatty
    • February 18, 2018

22. Pre-acquisition Service

    By BTG, January 10, 2018
    • 2 replies
    • 578 views
    • 
    • Eric Taylor
    • February 12, 2018

23. M&A Stock Transaction - Termination of Target Plan

    By ErisaGooroo, January 19, 2018
    • 3 replies
    • 1,648 views
    • 
    • Luke Bailey
    • January 22, 2018

24. Merger of top-heavy and non top-heavy plan

    By John Feldt ERPA CPC QPA, December 13, 2017   

    • 1.416-1 q&a t-32
    • 2 replies
    • 442 views
    • 
    • Luke Bailey
    • December 14, 2017

25. Vesting Schedules for Merged Plans

    By leesuh12, November 20, 2017
    • 4 replies
    • 980 views
    • 
    • Luke Bailey
    • November 22, 2017